Synergy blog — Cloud https://totalsynergy.com/blog/cloud/ The clearest path to
project profitability. Tue, 17 Dec 2024 07:22:46 +0000 en-AU hourly 1 https://wordpress.org/?v=6.8.3 https://totalsynergy.com/wp-content/uploads/favicon-96x96-1.png Synergy blog — Cloud https://totalsynergy.com/blog/cloud/ 32 32 Take your project accounting to the next level with Synergy’s Automated Invoicing https://totalsynergy.com/take-your-project-accounting-to-the-next-level-with-synergys-automated-invoicing/ Mon, 04 Mar 2024 04:28:07 +0000 https://totalsynergy.com/?p=22265 Managing your finances plays a critical role in ensuring the success of your projects and your business.

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Synergy offers AEC firms the tools needed to support financial control, enhance profitability, and streamline operations. Now, we’re giving you another tool to make the invoicing process faster and more efficient than ever, with automated invoicing. 

We know invoicing processes can be labour intensive, time consuming, and tedious; with tens or even hundreds of individual invoices that need to be created, approved, finalised, and sent to your clients each month. This essential yet cumbersome task diverts valuable time and resources from core activities like design innovation and client engagement.  

Synergy’s Automated invoicing allows for the batch processing of multiple invoices, drastically reducing the time spent on these administrative tasks. Instead of spending hours finalising and manually sending individual invoices, you can leverage the new ‘bulk finalise and send’ feature to batch process them and expedite the process. This new ability will significantly reduce the time it takes you to perform your invoicing, giving you more time for design. 

The platform allows for breaking down the bulk process into two separate actions: bulk finalising invoices and bulk sending invoices. This addition offers a more tailored approach to managing invoices, catering to the diverse needs of design firms. Whether it’s adding attachments to finalised invoices or finalising and sending draft invoices, the flexibility offered ensures that firms can adapt the process to fit their unique operational requirements. 

In summary, Synergy’s automated invoicing tool is more than just a convenience; it’s a strategic asset for AEC firms. By automating the invoicing process, Synergy not only alleviates the administrative burden but also empowers designers to focus on what they do best: creating and innovating. With considerable time savings, enhanced control and efficiency, and improved flexibility, automated invoicing with Synergy will help drive profitability and success for our customers.  

Talk to us for a demo

 

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Solving Collaboration and Communication Problems with SynergyPIM’s Unified Workspace https://totalsynergy.com/solving-collaboration-and-communication-problems-with-synergypims-unified-workspace/ Tue, 27 Feb 2024 01:40:56 +0000 https://totalsynergy.com/?p=22260 The volume of documentation involved in design and construction projects can be overwhelming. This includes a wide array of materials such as drawings, reports, contracts, schedules, checklists, and specifications, all of which are continuously being created, used, and updated. SynergyPIM’s Unified Workspace (UW) module, leveraging the capabilities of Microsoft SharePoint and Microsoft Teams, offers a specialised solution tailored to the AEC industry's needs.

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Centralised Document Management

One of the primary challenges in AEC project management is the scattered storage of project-related files across different platforms, making them hard to find and share. Synergy’s UW module addresses this by creating a SharePoint site for each project, where files are organised, saved, and managed centrally in the cloud. This not only streamlines file management but also ensures that documents are consistently stored and easily accessible, significantly reducing time spent on administrative tasks.

Enhanced Team Collaboration

Communication discrepancies, often arising from using multiple channels such as emails, chats, or phone calls, can lead to misunderstandings and inefficiencies. UW solves this by enabling the creation of a dedicated Microsoft Teams channel for each project. This channel serves as the central point for all project communications, facilitating real-time collaboration, document sharing, and decision tracking. It brings team members onto the same page, ensuring alignment and transparency.

Real-Time Collaboration and Efficiency

UW further boosts efficiency by automatically linking  documents across Synergy, SharePoint, and Teams. This automatic addition of the folder structure and documents across platforms ensures that team members have immediate access to the latest information, allowing for real-time collaboration in Synergy, SharePoint, or Teams. Additionally, the cloud-based nature of UW enables team members to work from anywhere, at any time, enhancing flexibility and productivity.

Transforming Business Operations

Beyond solving immediate collaboration and communication problems, UW transforms business operations by providing a more structured, organised, and efficient way of managing projects. It reduces the risk of disorganisation, errors, and miscommunication, leading to better project outcomes, growth potential, and increased profitability.

In conclusion, SynergyPIM’s UW stands out as a comprehensive solution for overcoming the challenges of collaboration and communication in project management. By unifying document management, communication, and project tools into a single platform, it enables AEC businesses to operate more efficiently, collaboratively, and successfully.

Talk to us for a demo

 

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“No one is going to be fired for going to the cloud” https://totalsynergy.com/no-one-is-going-to-be-fired-for-going-to-the-cloud/ Tue, 03 Nov 2020 05:28:46 +0000 https://totalsynergy.com/?p=10757 A group of the world’s largest suppliers of on-premises and cloud software, including Microsoft, IBM, SAP, Oracle, and Intel, have all seen significant downturn in on-premises investments and an accelerated pursuit of cloud solutions. So, what does that all mean for your built environment business and why is it so important to act now?

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In a ZDNET article today, a group of the world’s largest suppliers of on-premises and cloud software signalled alarm bells for the decline of on-premises server-based IT investment. The group, including Microsoft, IBM, SAP, Oracle, and Intel, have all seen significant downturn in on-premises investments and an accelerated pursuit of cloud solutions.

In explaining what has happened in IT spending, the article says:

“It has been clear for a while that traditional IT spending was going to go cloud first. The COVID-19 pandemic accelerated that shift. Today, CIOs are tasked with digital transformation, supporting a decentralized workforce and being agile and data driven enough to satisfy customers anywhere. Licensing software and buying data center [sic] gear with three-year time horizons just doesn’t add up.”

Christian Klein, CEO of SAP, said:

“… For our on-premises business, we have seen significant investment delays in 2020 in several hard-hit industries and across all industries and geographies, we see an increasing demand to accelerate the move to the cloud.”

While the companies in question are all huge enterprises themselves, supplying the largest enterprises in the world, their concerns are felt widely and reach even the smallest parts of the business community.

The article goes on to say “the risky CIO move is spending the IT budget on-premises. Simply put, no one is going to be fired for going to the cloud”.

Our own view on the shift to cloud mirrors this scenario, except we saw the shift beginning long before Covid forced people’s hands. The need to accommodate a work-from-anywhere workforce is critical to functioning effectively in uncertainty. It also means you don’t have the risk and overhead of expensive hardware and support services, and ensures you retain your key staff and attract the best in the future. Cloud software is the solution and it’s time to act if you haven’t already.

Total Synergy CEO, Scott Osborne, said we are seeing smaller, more agile businesses moving to cloud software extremely quickly.

“Work-from-anywhere is different to work-from-home,” he said.

“Working from anywhere is about being untethered and it often involves using multiple cloud applications together. We’re seeing lots of our Synergy customers connect Synergy to other software like SharePoint, CRM, accounting software, business intelligence, and specialist, industry-specific apps — it’s a group of complementary cloud products working together wherever the user wants or needs to be.

“Couple that with the reduced total cost of ownership and the only surprise is how long it’s taken many businesses to realise these benefits.”

The ZDNET article concludes with commentary from IDC, a technology and business analyst firm:

“Through 2023, coping with technical debt accumulated during the pandemic will shadow 70% of CIOs, causing financial stress, inertial drag on IT agility, and ‘forced march’ migrations to the cloud.”

Read the full article here: On-premise IT spending showing cracks as cloud first, digital transformation rules 

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How the cloud will lift your built environment business out of lockdown https://totalsynergy.com/how-the-cloud-will-lift-your-built-environment-business-out-of-lockdown/ Mon, 21 Sep 2020 06:25:57 +0000 https://totalsynergy.com/?p=10578 Now the questions are, ‘What happens when we come out of covid? How will my business operate? What will the built environment industry look like?’ These are the characteristics your team will need to survive whatever those answers are.

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In a ZDNET article today, a group of the world’s largest suppliers of on-premises and cloud software signalled alarm bells for the decline of on-premises server-based IT investment. The group, including Microsoft, IBM, SAP, Oracle, and Intel, have all seen significant downturn in on-premises investments and an accelerated pursuit of cloud solutions.

In explaining what has happened in IT spending, the article says:

“It has been clear for a while that traditional IT spending was going to go cloud first. The COVID-19 pandemic accelerated that shift. Today, CIOs are tasked with digital transformation, supporting a decentralized workforce and being agile and data driven enough to satisfy customers anywhere. Licensing software and buying data center [sic] gear with three-year time horizons just doesn’t add up.”

Christian Klein, CEO of SAP, said:

“… For our on-premises business, we have seen significant investment delays in 2020 in several hard-hit industries and across all industries and geographies, we see an increasing demand to accelerate the move to the cloud.”

While the companies in question are all huge enterprises themselves, supplying the largest enterprises in the world, their concerns are felt widely and reach even the smallest parts of the business community.

The article goes on to say “the risky CIO move is spending the IT budget on-premises. Simply put, no one is going to be fired for going to the cloud”.

Our own view on the shift to cloud mirrors this scenario, except we saw the shift beginning long before Covid forced people’s hands. The need to accommodate a work-from-anywhere workforce is critical to functioning effectively in uncertainty. It also means you don’t have the risk and overhead of expensive hardware and support services, and ensures you retain your key staff and attract the best in the future. Cloud software is the solution and it’s time to act if you haven’t already.

Total Synergy CEO, Scott Osborne, said we are seeing smaller, more agile businesses moving to cloud software extremely quickly.

“Work-from-anywhere is different to work-from-home,” he said.

“Working from anywhere is about being untethered and it often involves using multiple cloud applications together. We’re seeing lots of our Synergy customers connect Synergy to other software like SharePoint, CRM, accounting software, business intelligence, and specialist, industry-specific apps — it’s a group of complementary cloud products working together wherever the user wants or needs to be.

“Couple that with the reduced total cost of ownership and the only surprise is how long it’s taken many businesses to realise these benefits.”

The ZDNET article concludes with commentary from IDC, a technology and business analyst firm:

“Through 2023, coping with technical debt accumulated during the pandemic will shadow 70% of CIOs, causing financial stress, inertial drag on IT agility, and ‘forced march’ migrations to the cloud.”

Read the full article here: On-premise IT spending showing cracks as cloud first, digital transformation rules 

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Here we are: anywhere

For Total Synergy founder and CEO Scott Osborne, the work-from-anywhere feature of digitally enabled business is a key factor that isn’t going to reverse with a Covid cure.

Once we come out of the global pandemic, Scott says, “your people aren’t going to say, ‘Right, fantastic — let’s go back to the office full-time!’. They’re going to be more tentative and cautious, and they’re probably going to want to mix in-office, work-from-home, and remote working — say, two or three days here and two or three days there.

Mixed way of working

To allow that combination of working environments Scott says, “you have to be mobile. You have to be able to allow your staff to pick up a laptop and go in, or go home, or go interstate, or go to a tent in the wilderness — it’s being free and untethered from any particular site. It’s that ability to be mobile that is, I think, the biggest thing. So, where we may have smaller, reconfigured offices, you want to be able just to roll in, plug in, and do your work. The key is flexibility and mobility.”

This requires tech solutions that will capture the output of yourself and your staff from both in-office/on-site and virtual workspaces, both collaboratively and independently. And that, folks, means cloud-based, anywhere access.

“Our clients are telling me, ‘I need an office that my team can come into to meet, to brainstorm and workshop and go through a project. And I also need the capacity to work from home, or anywhere else, the rest of the time — I need both!’ And I think that’s the same with most companies.”

Using the current covid cocoon to grow your business wings

“That’s a whole transformation project that people need to come to terms with” says Scott. “And those who are bound to older platforms, where they have to dial into a PC or a server, or log into a VPN and then fire up a laptop or a PC in the office, are working with a situation that’s not sustainable into the future. And I think everybody knows that.”

Scott’s advice, and the drift of the studies now emerging, is that now is the time to set yourself and your built environment business up to take advantage of the lift that the cloud will offer when this global crisis subsides. You’ve got to use this chrysalis period to ‘digitally transform’, if you haven’t already (despite the groan that phrase may induce). Because once we’re in recovery proper, it’ll be too late to make the change. You and your business will both be operating effectively and attracting and retaining the best staff.

All of this makes the message to Synergy customers clear, as far as Scott’s concerned.

“I think it’s deeply worthwhile for us to say, ‘Why don’t you use this opportunity to get into a transformative state of mind? We know we’ll see a downturn in the pandemic spread because that’s the point we’re at with it, and if you look to the horizon at the promise of a vaccine that will see us all be able to travel again — don’t wait for that. Start preparing for it now’.”

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APIs — what they are and why you and your business care https://totalsynergy.com/apis-what-they-are-and-why-you-and-your-business-care/ Wed, 30 Oct 2019 08:14:13 +0000 https://totalsynergy.com/?p=9728 One opportunity that’s come with moving to the cloud is that it's much easier now to integrate one software with another via APIs. So what are they and why do you need to know?

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Synergy product manager Paul Hemmings says, “one of the new opportunities that’s come with moving to the cloud is that it’s much easier now to integrate one software with another”. APIs (application programming interfaces) provide this mode of integration. Paul knows what he’s talking about, but why on earth should we care? Good question. Glad you asked. Here’s the downlow on what the hell APIs are, and why they’re important to your AEC design business.

APIs — what they are and why you care

APIs are a set of rules that allow one computer or software to talk to another. That’s the simplified version, but it’s really all you need to know — and essentially, it’s all that us non-programmer-types can grasp, so, you know…

According to technology media site Propmodo, they can act as a translator between two systems that don’t otherwise know how to communicate.“ These amazing protocols can push and pull a massive amount of data and have enabled the modern tech stack.”

Right, so, we know what they do. But why do we architecture, engineering and construction design business bods care? Well, we care because these days, digitization is a fact of modern business — we have apps to run our accounting, our project management, our internal and external communications activities, our invoicing systems, our diaries, and pretty much everything else we rely on, up to and including our recreational enjoyment of Candy Crush.

So, software solutions provide more and more of the backbone of our business operations — a fact that is only set to proportionately increase ad infinitum — and therefore the ways these programs interact is going to determine the flow (or lack thereof) of our workflows. Hashtag fact.

Use and connect apps you and your team already work with

In its article The digital workforce experience, Deloitte says that the average number of systems workers must access as part of their day-to-day jobs has risen from eight to 11.5. “27 percent of surveyed workers estimate they lose up to an entire day every week on irrelevant emails and messages.” That gives pause for thought, doesn’t it?

Firstly, we need to consider the amount of time — and potential sanity — to be saved by making sure that the 11.5 systems actually talk to each other. How many minutes, and days, and dollars we’d get back if the workflows of ourselves and our staff didn’t need to include the ever-clumsy shutting of one program down, waiting for another to load, exporting into whatever file format we need, uploading into a different system, etc. How great if the systems just interacted. If they just ‘plugged in’ to each other. Raise your hand if you’d miss the software system juggling palaver? No. Us neither.

Secondly, there are certainly software systems and apps that your staff use regularly as an integral part of their work. Whether it’s CAD software for drawings, the Drawboard Projects app for markups, Synergy for timesheets and project portals, or anything else, these are already firmly integrated into workflows. We know how to use them already. They enable us to work more easily. We understand and like them. For that reason, if you adopt a new software and it uses APIs to integrate the apps you already use, adoption is going to be much higher, much smoother, and you’ll see considerably less resistance from staff. Time-saving on two levels!

Meet your unique business needs with APIs

In that same vein, being able to bolt together various software applications that meet the specialist needs of your business and your workers is crucial to the usability and success of your digital infrastructure. If Janet can use your business management software — let’s call it Synergy, for the sake of argument — to enter her timesheets while she’s on site, manage her project’s budgets, and also mark-up her drawings with Drawboard Projects and share them within that software, Janet’s specific workflow is supported at each individual juncture of her daily operations. Janet is happy. Janet is not getting stuck wasting time because your business software doesn’t have the capacity to meet her needs as a designer. And we’re happy, because Janet’s happy.

APIs let you utilize the software of specialists

The other huge advantage of our friend the API is that it enables companies to leverage the services and applications of specialist, niche service providers to build their consumer-facing, end products. Asking what the what now? Well, we’ve got an illustrative example for you *wink*.

Synergy uses APIs to integrate with our clients’ favorite business accounting software — XeroQuickBooks Online, and MYOB. We’ve chosen to integrate with these standard accounting software experts (rather than replace them), so we can focus on the unique project accounting needs of architects and engineers. We didn’t go out and reinvent the wheel by building our own accounting app — XeroQuickBooks Online, and MYOB have already made brilliant ones and they’re the specialists.

For you, single data entry and up-to-date financials means informed business owners and project managers and happy bookkeepers and accountants.

On the flip side of that is 12d Synergy, an architectural, engineering, and construction data management and collaboration system that uses our APIs to connect with us. They explain the connection like this:

The integration automatically creates jobs in 12d Synergy with your project information from Synergy, such as contacts, details and attributes. Jobs are automatically created complete with a folder structure, tasks, contacts, attributes and templates. Your documents can also be automatically populated with these attributes, such as client name or address. This is a massive timesaver, eliminating error-prone double data entry and creating a single source of truth across both products”.

Bravo 12d, well done Synergy, who cares? You care — or you should — because these brilliant little APIs mean you get the best of all the specific software systems, apps, and platforms that relate to your business. And, you get to use the support associated with these specialist providers.

Make use of more easily accessed and understood code

Lastly, but not least importantly, APIs are user friendly, folks. Often, the code for APIs are publicly available, and they’re free. There is also an abundance of online support and tutorials for API use — in fact, Programmableweb.com have an API University online. Tip your mortarboard to that!

When you’re next looking at your business software, consider which other solutions it uses APIs for. Smooth integration has a very real impact on your bottom line by way of time-saving. It also has a very real impact on the general frustration levels of you and your staff. APIs are our friends. That’s another hashtag fact.

Recommended reading

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Working better together — clarity in the cloud https://totalsynergy.com/working-better-together-clarity-in-the-cloud/ Mon, 03 Jun 2019 02:42:08 +0000 http://totalsynergy.com/?p=8302 Ever looked at your over-stuffed email inbox and thought, “372 unread emails? Yessssss!”… Nope, neither have we. That’s why we’re reminding ourselves why cloud collaboration means working better together, clearer communication, improved bottom line, and less eye-rolling at emails.

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Ever looked at your over-stuffed email inbox and thought, “372 unread emails? Yessssss!”… Nope, neither have we. Emails are like your partner’s visiting relative that turns up unannounced and parks themselves on your couch — they clutter up your life, they’re confusing, they consume your most valuable resources (time, lifeforce, will-to-live), and you can never tell when their domination of your real-estate will end.

We’ve talked about it before here and there. However, with our portals update just released, we thought now might be the perfect time to remind ourselves why cloud collaboration means working better together, with less eye-rolling at emails. And why that means better and clearer communication, better bottom line, and more time for design.

Working better together — collaboration and the future of the AEC industry

In her Synergy2014 conference address about “the way the world is changing and how that might impact your business”, Sue Holliday flagged collaboration as one of the major drivers of change in the built environment design industry. Sue explained that, overall, the industry acknowledged collaboration was only going to increase in the future, that it would increase productivity, and that it would drive innovation. Yay for all of that! What’s not to love?

Sue also pointed out that collaborative work practices within the AEC industry need to be encouraged with the integration of project delivery tech. In other words, if we’ve got future flourishing in mind, we need to “equip clients, designers, contractors, tradespeople and manufacturers with access to integrated technologies”. Get ‘em on the same platforms, kids. Or at least make the platforms the same height so they can jump across from one to the next gracefully.

Total Synergy’s marketing manager, Jamie Millar says, “the less time people spend in their inboxes the more time they’re doing meaningful work. Collaborative communication like enterprise social networks or team communication systems (think Slack or Microsoft Teams) overcomes the bad habit of email — you can post an idea centrally, everyone can be aware of it, contribute as much or as little as required, without having to see emails or read a whole bunch of threads that ultimately don’t relate to what they’re working on.”

Clarity in the cloud — crystal communication

One of the major benefits of cloud collaboration software has to be the style of collaborative communications Jamie alludes to. What is ‘collaborative communications’, you ask? (well, that’s what we asked anyway). It’s a social network-esque concept, only for business. Where you and your team can chat in real-time, threaded convos — often referred to as ‘Facebook for business’ (until Facebook launched Workplace, which is, in effect, Facebook for business). It’d be derelict of us not to plug our portals at this point — y’know, project collaboration for architects and engineers — a portal is great for project-specific collaborative communications *wink*.

That said, the benefit of collaborative communications is not just the reduction of emails, meetings and the streamlining of work. There’s some solidly good juju to be gained from your staff interacting on internal social channels as well. Master of Applied Positive Psychology and business consultant, Robert Rosales, wrote that in our “service-based economy, work gets done with and through people, and organizations depend on positive interpersonal connections to accomplish their goals”. Robert isn’t wrong. If your team members feel personally connected to both their colleagues and to the goals of the business as a whole, they do better work. That’s the fact. Happy team, happy work, happy life (that’s the saying isn’t it? It should be).

Clear, easy and timely communications between an organization’s staff, team members, contractors, and clients — as facilitated through cloud-based collaboration software — is going to deliver better communication, closer colleagues, and greater, business-wide … Synergy (shameless namedropping, but it’s true!).

Better bottom line up in the cloud

The 2012 McKinsey Global report, “The social economy: unlocking value and productivity through social technologies” said that, “the average interaction worker spends an estimated 28 percent of the workweek managing email and nearly 20 percent looking for internal information or tracking down colleagues who can help with specific tasks”. That’s 48 percent of each workers’ week spent on finding and filing. 48 percent! The report also said that when companies implement internal cloud comms and social networks “messages become content” and create, “a searchable record of knowledge” which “can reduce, by as much as 35 percent, the time employees spend searching for information”. That time saving isn’t even taking into account the amount freed from email wrestling every day. What’s more, “additional value can be realized through faster, more efficient, more effective collaboration, both within and between enterprises”. Hear that? It’s the sound of your business’s financial efficiency skyrocketing into the cloud. Sign. Us. Up!

More time for dreaming up design

Arguably, the most notable advantage of cloud collaboration is the capacity to have your systems and software all ‘plug in’ to the one place. As Jamie puts it, “you should integrate systems, so they work together for the benefit of your project”. Your various project apps and software, your key workers and planners, your clients and contractors, the systems and protocols of your business — everything converging in the cloud. In terms of working together it’s positively dreamy up there.

Ok, so WITCFM? — (what’s in the cloud for me?)

Thinking about what all this means for our users, here are some cloud-tastic examples of the benefits you might enjoy on the job. Picture this, if you will:

  • Updating the entire team (at once) with on-site progress pics and commentary from your phone
  • Snapping and sharing proof of delivered goods, or defects, with notes
  • Sharing specifications for finishes, furniture, or material with all the contractors on a project
  • Getting digitally signed, and shared approvals so that everyone knows what’s got the go-ahead
  • Putting out for tender through a project portal so all bidders have equal access to tender docs and info
  • Have a digital trail of who’s seen what, and when, with formal transmittals
  • A universally accessible hub for documents submitted by various consultants

… And the list goes on.

In terms of alleviating email induced anxiety, streamlining built environment design practices, and democratizing ideas and info access, cloud collaboration is the equivalent of giving that gastly house guest the keys to your brother-in-law’s place and dropping them off out the front. Bye-eeeeee!

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